See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,630 | $102,382-5.6% | $147,005-34.3% | $80,874+19.5% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 14.40% | 134.89%-120.5pp | 418.76%-404.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $2,105 | $3,715-43.3% | $4,934-57.3% | $2,756-23.6% |
| Participant deferral / active EE | $4,121 | $6,646-38.0% | $8,070-48.9% | $4,297-4.1% |
| Admin fee / account holder | $1,562 | $7,942-80.3% | $13,006-88.0% | $6,935-77.5% |